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Building 2NEWMAN DIGNAN & SHEERAR, INC

Map pinPROVIDENCE, RI
Phone401-351-4010
NotebookSEC #801-41412
Total AUM
$731.3M
Employees
9
Clients
536

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 WEST EXCHANGE STREET
SUITE 302
PROVIDENCE
RI 02903
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
401-351-4010
Other Offices
2

ReceiptFinancials

Total AUM
$731.3M
Accounts
1,182
Discretionary
$720.4M
Accounts
1,177
Non-Discretionary
$10.9M
Accounts
5

ContactClients

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Individual Clients
269
AUM
$65.1M
HNW Individual Clients
249
AUM
$617.1M
Pension/Profit Sharing Plan Clients
4
AUM
$10.5M
Charitable Organization Clients
8
AUM
$36.9M
Corporation or Business Clients
6
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMENHNYRITXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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